Nicholas Olesen CFP®, CPWA®

Dad to 3 | Founding Principal @Kathmere | Host of A Wealth of Advice podcast | @Packers @Phillies Fan | @JMU Alum

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

@david_perell @CapitalCamp Love the talk! Thank you for making it impactful and interactive.

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

@patrick_oshag @PeterAttiaMD So jealous! Already preordered the day it was announced. @PeterAttiaMD has a knowledge and way to share it that is an incredible gift to say the least.

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

@alphaarchitect @millerak42 Wes, we have had a very very similar analysis and, I know some don’t like to hear it, found that insurance cost was tiny compared with tax drag. And we believe tax drag is just going to get worse moving forward.

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

@bethpinsker @WadePfau @VoyaInvestments It is. But that is a real advisors job. You couldn’t say that market valuations at historically high levels and bond yields at 0 you should expect 7% returns. That would mean a 60/40 portfolio would have stocks earn about 12%. Really? At todays rates, stocks need 8-9%.

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

@bethpinsker @WadePfau @VoyaInvestments Bond yields give us a very accurate picture of future returns. So, now isn’t the time to say “lower retirement return estimates”. That was last year.

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

@bethpinsker @WadePfau @VoyaInvestments Much depends on client risk appetite/capacity. We use assumed returns at 6% & have for over a decade. That is then run through Monte Carlo for probability of success. That isn’t my point though. History shows after stocks drop 20%+ forward returns are better. Also…

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

@SandyCannold @SportsCenter @JMUFootball @AppState_FB Fully agree. This was huge and our entire house was on edge until the end!

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

This is my new favorite episode I’ve ever listened to. David’s excitement, passion, & knowledge of various founders is infectious.

Confirmed so much of what we are building @Kathmere and also challenging to keep it going.

Glad @patrick_oshag is adding @FoundersPodcast

[Patrick OShaughnessy @patrick_oshag]

I hope you share this episode with as many people as you can

I’ll be listening to this when I’m old, and with my kids

My guest @FoundersPodcast has devoted his life to studying nearly 300 of history’s great founders

We discuss what he’s learned so far

https://t.co/peNwvwoQV0

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

@alphaarchitect @EricBalchunas I have zero doubt you’ll be in this list soon. Really impressed with all you and the team are doing!

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

Love this team and all they bring to investors and our industry!

[Ryan Patrick Kirlin @RyanPKirlin]

There’s a first time for everything. This is the first time we got a booth at conference.

Moved out of garage✅
Conference booth✅

We’re pretty much iShares at this point. A truly global presence.

[Wes Gray 🇺🇸 @alphaarchitect]

Mark your calendars.
March for the Fallen is September 24th this year. #mftf
Logistics and coordinating instructions will follow after July 4th weekend.

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

If you want something different than the indices and has POTENTIAL to outperform, no guarantees, look at those that actually know what they are doing and have research peer reviewed. Look at @alphaarchitect @choffstein @patrick_oshag @mjmauboussin

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

I have tried to not say how wrong her “research” has been when a few clients asked about my thoughts. I actually read the reports they put together and there was so much wrong with it. But how can she say these things with a straight face. Please stop saying these lies.

[Cathie Wood @CathieDWood]

.@ARKInvest must share more of our research about #artificialgeneralintelligence (AGI) and how it is likely to transform the way the world works. Within 6-12 years, breakthroughs in AGI could a accelerate growth in GDP from 3-5% per year to 30-50% per year. New DNA will win!

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

This is why we have been encouraging anyone who asks to look elsewhere for a “higher octane” investment strategy. Look at academic studies and research from REAL firms. Don’t fall for the ludicrous claims she is making.

[James Clear @JamesClear]

It’s easier to trust someone when (1) they are competent and (2) you can rely on them to follow through.

Turn this idea on yourself:

Two ways to improve your relationships and to gain the trust of others are to (1) improve your skillset and (2) be reliable.

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

NEW PODCAST: Tax Reduction Strategies for Executives and High-Income Earners

Today I cover:
- Difference between tax bracket, marginal rate, and effective rate
- Deductions vs Credits
- 4 strategies that you need to be doing today

https://t.co/WMMz1J1F4b

[Sahil Bloom @SahilBloom]

The Brakes Paradox

What allows a Formula 1 driver to fly around the track?

It's not the engine, the tires, or the suspension.

It's the brakes.

Strong, reliable brakes unlock the driver.

Build brakes into your life that allow you to accelerate and hit turns without fear.

[Nicholas Olesen CFP®, CPWA® @NicholasOlesen]

I’ve been trying to find @alphaarchitect @jvogs02 @RyanPKirlin @patrick_oshag @jposhaughnessy for a hug to thank them for sticking to their strategies

[Christine Benz @christine_benz]

Hey, have you hugged your value fund lately? From a cool compendium of charts by @LauricellaTom https://t.co/ysenXlBDBH